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How to create or edit sales returns in Treezsoft?

Diterbitkan Oleh  selena  pada  Dec 13 2017 15:34        2771


In daily business operation, it is unavoidable that some of your customers may return goods sold to them due to various reasons (e.g. defect goods). 

You will need to record all the returns of goods in your account to ensure accurate and up-to-date account and stock statement in your company's report. You just need to record the returns once and all respective records will instantly be updated automatically. Therefore, you can be sure that all the reports you generated will be accurate at the point of time. 

You can easily create a new sales returns by navigating through: Customer > Sales Returns. Click on the “New Sales Return” button at the bottom right corner.

Retrieve - Enter you criteria and click on the “Retrieve” button to search.

Print selected record(s) - Allows you to print multiple orders. Orders are printed in PDF formats where you can send via email or send to your printer.

Delete selected record(s) - Delete a selected record.

Enter the details and click on "Save" to confirm and proceed.

This section shows you the list of items/services you have delivered/sold to your customer. To select the item/service that is being returned, mark a tick next to the particular item/service.

Click on Action > Delete or Void to delete or void the sales return.

Fields marks with asterisk (*) are required fields.

You can visit these links to read more about customers in TreezSoft:

  • How to bill and deliver to a different address under the same customer

  • How to apply price level according to customer types in TreezSoft?

  • How to apply price level to customers?

  • How to generate Customer's reports and what are they?

  • How to edit or create customer types?

TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company effeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc. 

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us! 

You can also email us at [email protected] for more enquiries


Kata Kunci sales return

Terkini

Mengapa Treezsoft adalah Penyelesaian Perakaunan Awan yang Ideal untuk Negara-Negara yang Mengamalkan IFRS Langkah Mudah untuk Membuat Konsolidasi e-Invois Cara Menetapkan Kod Klasifikasi eInvois Pengeluaran Invois untuk Perniagaan Optik Boost Efficiency & Control with Treezsoft’s Sales Person Setup Feature

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Functionality of customer module in Treezsoft
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